Goldman Sachs analyst Mark Delaney lowered the firm’s price target on Tesla (NASDAQ:TSLA) to $205 from $235 and keeps a Buy rating on the shares after the company delivered about 405,000 vehicles and produced about 440,000 vehicles in Q4, missing consensus. The analyst considers the Q4 delivery report to be “an incremental negative,” although he continues to see Tesla as well positioned for long-term growth given its position as a cost and full solution leader in clean mobility/EVs.